RFA

Resurgent Financial Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.88M
3
+$1.63M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.39M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.37M

Top Sells

1
+$1.17M
2
+$535K
3
+$386K
4
ETN icon
Eaton
ETN
+$353K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$264K

Sector Composition

1 Technology 14.22%
2 Financials 9.43%
3 Energy 7.81%
4 Healthcare 6.17%
5 Consumer Staples 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
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